• What feature do you want to see in Sharesight?
Add “in last financial year” and “since last financial year” date range to the portfolio / holding dashboards.
• Why do you want it?
So it is easy to get info over the time period of
- last full FY
- last full FY plus the current FY YTD.
• How is this affecting you?
Better useful insights from the info / graphs displayed.
I am new and trialing the Expert Plan. Having entered the trade data, I look for info covering the last full FY but there isn’t an easy way. The existing “in the last year” filter is a sliding year window and not really that useful.
• Do you currently have a workaround solution? If yes, what is it?
None that I am aware of.
• Can we reach out in future to ask follow up questions about this idea?
Sure. I assume you can link back to my Sharesight profile easily.